+99.3%
ALGM vs VOO
+151.8%
-52.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.4% |
| 7D | -0.8% | -2.0% | +1.2% | +3.0% |
| 30D | -17.1% | -1.7% | -15.4% | -14.2% |
| 3M | -20.8% | +4.7% | -25.6% | -26.2% |
| 6M | +6.3% | +12.6% | -6.2% | -11.5% |
| YTD | +33.7% | +11.8% | +21.9% | +12.9% |
| 1Y | +15.6% | +17.5% | -1.9% | -10.2% |
| 3Y | +1.4% | +77.0% | -75.6% | -58.5% |
| 5Y | +14.8% | +82.6% | -67.8% | -52.7% |
| All | +99.3% | +151.8% | -52.5% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling